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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
PS
3001
Pinney & Scofield
Massachusetts
$243K – – –
IWA
3002
Inspirion Wealth Advisors
Illinois
$243K -$12.9K -50 -6%
MWAM
3003
Manhattan West Asset Management
California
$243K +$4.12K +16 +2%
KIC
3004
Kensington Investment Counsel
California
$243K +$213K +825 New
SFA
3005
Semmax Financial Advisors
North Carolina
$242K -$515 -2 -0.2%
HSG
3006
Helen Stephens Group
Texas
$242K +$211K +820 New
BWP
3007
Barlow Wealth Partners
Kentucky
$241K -$54.9K -213 -20%
BWM
3008
Baron Wealth Management
Michigan
$241K +$211K +818 New
ZAM
3009
Zevin Asset Management
Massachusetts
$241K -$515 -2 -0.2%
NA
3010
Nottingham Advisors
New York
$241K -$2.58K -10 -1%
LSL
3011
Legacy Solutions LLC
Pennsylvania
$241K +$210K +816 New
LPP
3012
Life Planning Partners
Florida
$240K +$210K +815 New
HGWM
3013
Horst & Graben Wealth Management
Oregon
$240K +$210K +815 New
HIS
3014
Harvest Investment Services
Illinois
$240K +$210K +814 New
SAM
3015
SP Asset Management
California
$240K +$515 +2 +0.2%
LFG
3016
Lockerman Financial Group
California
$240K +$209K +813 New
GL
3017
Gerber LLC
Ohio
$239K -$70.6K -274 -25%
DSA
3018
Droms Strauss Advisors
Missouri
$239K +$209K +812 New
SXL
3019
Summit X LLC
Missouri
$239K +$209K +812 New
BWM
3020
Base Wealth Management
Florida
$239K – – –
MHB
3021
Midwest Heritage Bank
Iowa
$239K – – –
HWM
3022
Howard Wealth Management
Connecticut
$239K +$258 +1 +0.1%
VCM
3023
Viewpoint Capital Management
Washington
$239K – – –
JF
3024
JSF Financial
California
$239K +$209K +810 New
SCM
3025
Spreng Capital Management
Ohio
$238K -$2.58K -10 -1%
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